Wealth Management AgreementWealth Management Agreement • January 17th, 2022
At our first meeting we will give you an overview of our advisory service, our annual review process and our charges. You will tell us about your current financial position and indicate your financial goals. After our meeting we will analyse the information you have given us and provide you with a report containing our recommendations.
OUR AGREEMENT WITH YOUWealth Management Agreement • July 10th, 2020
AN INCOMPLETE AGREEMENT WILL DELAYWealth Management Agreement • June 12th, 2019 • Florida
(Hereinafter referred to as the “Client”), and Evensky & Katz, / Foldes Financial Wealth Management a registered investment adviser (hereinafter referred to as the “Adviser”), whose principal office is located in Miami-Dade County, Florida.
Wealth Management AgreementWealth Management Agreement • June 10th, 2024
This Wealth Management Agreement is entered into between the undersigned client and Chris Lee & Partners ("CLP"). The purpose of this Agreement is to outline the terms and conditions under which CLP will provide Wealth Management and Financial Advice services to the Client. Financial advice is defined as ‘A person gives financial advice if they make a recommendation or give an opinion in relation to acquiring or disposing of (including refraining from acquiring or disposing of) a financial product’.
Wealth Management AgreementWealth Management Agreement • October 25th, 2022 • Maine
(collectively, the “Client”), and Penobscot Wealth Management d/b/a Penobscot Financial Advisors, a registered investment adviser with a mailing address of One Monument Square, Suite 501, Portland, Maine 04101 (the “Advisor”).
WEALTH MANAGEMENT AGREEMENTWealth Management Agreement • December 20th, 2024 • Michigan
This investment advisory and client services agreement (“Agreement”) is between Lifeworks Advisors, LLC (“Advisor”, also doing business as the entities listed on Part 1 of Advisor’s Form ADV) and each person named as a client on the application.
Agreement and Disclosure BookletWealth Management Agreement • September 25th, 2015 • Pennsylvania
At Stifel, placing our clients’ needs first is our top priority, and this approach has served us – and our clients – well for 125 years. It is an honor and a pleasure to serve you, and we value the trust you’ve placed in us.
AGREEMENTWealth Management Agreement • May 17th, 2024
THIS AGREEMENT ("Agreement") is entered into as of DD/MM/YYYY, by and between BitGenix PTE. LTD., a company incorporated under the laws of Singapore, with its principal place of business at 50 Raffles Place #37-00, Singapore Land Tower, Singapore-048623 ("Company"), and
ContractWealth Management Agreement • July 14th, 2021
THIS AGREEMENT is made between Cumax Wealth Management Limited, a company duly incorporated under the laws of Jamaica with its registered office at 2A Manhattan Road, Kingston 5 in the Parish of Saint Andrew of the ONE PART and the Client (hereinafter defined) of the OTHER PART.
ContractWealth Management Agreement • September 26th, 2024
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement.
ContractWealth Management Agreement • August 1st, 2023
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement.
